Institutional Ownership Spdr Portfolio S&P 500 Value E (SPYV)
This table provides information about the institutional ownership of Spdr Portfolio S&P 500 Value E (SPYV). We have compiled data on the 1,154 institutions that hold shares in the stock, with a total of 444 Million shares, which have been reported (via 13F filing form) to have a value of $24.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
223,607
shares
|
$12.2 Million
0.75% of portfolio
|
Q2 2025
Reduced 27.65%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
222,651
shares
|
$12.2 Million
5.65% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
221,815
shares
|
$12.1 Million
0.52% of portfolio
|
Q2 2025
Added 3.28%
|
|
|
Reston Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
221,412
shares
|
$12.1 Million
4.07% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
215,595
shares
|
$11.8 Million
1.52% of portfolio
|
Q2 2025
Added 4.7%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
211,921
shares
|
$11.6 Million
5.08% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jul 14, 2025 Q2 2025 |
209,027
shares
|
$11.4 Million
7.15% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 11, 2025 Q2 2025 |
204,765
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.89%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
204,531
shares
|
$11.2 Million
0.2% of portfolio
|
Q3 2022
Reduced 66.19%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
202,031
shares
|
$11 Million
2.61% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
198,387
shares
|
$10.8 Million
0.05% of portfolio
|
Q2 2025
Added 43.5%
|
|
|
Gen Wealth Group, Inc.
|
Jul 16, 2025 Q2 2025 |
195,086
shares
|
$10.7 Million
2.08% of portfolio
|
Q2 2025
Added 2.87%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
194,981
shares
|
$10.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Financial Planning & Information Services, Inc.
|
Nov 12, 2024 Q3 2024 |
194,914
shares
|
$10.7 Million
1.42% of portfolio
|
Q3 2024
Added 15.04%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Aug 08, 2025 Q2 2025 |
193,124
shares
|
$10.6 Million
4.55% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
192,560
shares
|
$10.5 Million
0.25% of portfolio
|
Q2 2025
Added 3.71%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
188,256
shares
|
$10.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
187,169
shares
|
$10.2 Million
1.27% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Hunting Hill Global Capital, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
183,379
shares
|
$10 Million
3.94% of portfolio
|
Q2 2025
New holding
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
182,945
shares
|
$10 Million
5.67% of portfolio
|
Q2 2025
Added 21.85%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
182,374
shares
|
$9.97 Million
0.02% of portfolio
|
Q2 2025
Added 18.52%
|
|
|
Pecaut & Co.
|
Aug 14, 2025 Q2 2025 |
181,480
shares
|
$9.92 Million
3.28% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
181,031
shares
|
$9.9 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.62%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
178,218
shares
|
$9.74 Million
5.04% of portfolio
|
Q2 2025
Added 9.6%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
176,959
shares
|
$9.67 Million
1.99% of portfolio
|
Q2 2025
Added 2.84%
|